ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $506,000 | -40.8% | 2,640 | -40.0% | 0.01% | -27.8% |
| Q1 2022 | $855,000 | -2.6% | 4,400 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $878,000 | +3890.9% | 4,400 | +2833.3% | 0.02% | +1600.0% |
| Q2 2016 | $22,000 | +4.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $21,000 | -96.2% | 150 | -95.6% | 0.00% | -94.1% |
| Q4 2015 | $552,000 | +9.1% | 3,418 | 0.0% | 0.02% | -19.0% |
| Q3 2015 | $506,000 | -8.0% | 3,418 | +8.6% | 0.02% | +5.0% |
| Q2 2015 | $550,000 | +1.3% | 3,148 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $543,000 | -41.6% | 3,148 | -48.8% | 0.02% | -53.5% |
| Q4 2014 | $930,000 | – | 6,148 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Massachusetts Wealth Management | 5,025 | $889,328 | 0.82% |
| RiverFront Investment Group, LLC | 36,114 | $6,391 | 0.23% |
| CAHILL FINANCIAL ADVISORS INC | 6,995 | $1,237,911 | 0.21% |
| AFT, FORSYTH & COMPANY, INC. | 1,325 | $234,443 | 0.17% |
| Family Firm, Inc. | 3,335 | $590,237 | 0.17% |
| Asset Management Group, Inc. | 4,120 | $729,236 | 0.16% |
| Institute for Wealth Management, LLC. | 3,370 | $596,397 | 0.11% |
| Raab & Moskowitz Asset Management LLC | 1,537 | $272,019 | 0.10% |
| PATTEN & PATTEN INC/TN | 5,876 | $1,039,939 | 0.09% |
| SPINNAKER TRUST | 6,100 | $1,079,583 | 0.08% |